RIA Intel›Advisers›New Mexico›RETIREMENT WEALTH GUIDANCE LLC

RETIREMENT WEALTH GUIDANCE LLC

Advisory

ALBUQUERQUE, NM

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$250K

across 42 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$2M

Non-Discretionary AUM$8M

Discretionary %22.9%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNM, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NM

Closest by assets under management. All figures from Form ADV.

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EDUCATED WALLET LLC

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$13M

GRINSTEAD WEALTH MANAGEMENT, LLC

ALBUQUERQUE, NM

$7M

COALSON FINANCIAL SERVICES, LLC

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